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INSIGHTS, OPINIONS, AND THE BELIEF THAT RISK CAN BE MANAGED BY SMART IDEAS AND SMART PEOPLE
Potomac CEO spent nine months vetting RIA custodians
Manish Khatta let his fingers do the walking and now he’s voting with his feet – and assets – for the best institutional custodian…
OCIO by Potomac launches as standalone product
Potomac, an investment strategist and TAMP, unveils a new Outsourced Chief Investment Officer service, “OCIO by Potomac.”
Business Insider
Manish Khatta once believed that if he took a “best-in-breed” approach to wealth-management technology, he could have a dream tech stack.
Potomac Adds Two Regional Consultants,
with More on the Way
Potomac announced the hiring of two regional consultants, Michael Rogers and Edward Cordova, to serve across U.S. territories.
Potomac’s Model Strategies Join Altruist Model Marketplace
Potomac is pleased to announce that its model strategies are now available at Altruist, an all-in-one custodial solution and software.
Potomac’s Model Strategies Joins FMAX and Amplify Platforms
Potomac is pleased to announce that its model strategies are now available on the FMAX and Amplify platforms.
Potomac’s Model Strategies Joins the Orion Portfolio Solutions Platform
Potomac is pleased to announce that its model strategies are now available on the Orion Portfolio Solutions platform.
Potomac Adds New Strategist Polen Capital to Union UMA multi-strategist TAMP
Potomac Fund Management has added a new strategist, Polen Capital, to their Union UMA multi-strategist TAMP.
2022 Investment News
Best Places to Work
Potomac is honored to have been recognized as 2022 Best Places to Work for Financial Advisers by InvestmentNews.
Potomac Pays for Staff to Get Personal Financial Advice
Potomac has rolled out a new employee benefit that covers the cost for employees to get financial advice.
Potomac to Launch New Research
Offering in Early 2022
Potomac has hired a new research analyst – Drew Wells, CMT, CIMA – to bolster its research program as the firm…
Morningstar downloads SMArtX
off-loads APL
Manish Khatta, “The ability to change your mind is a superpower. They recognized they had a big hole…”
Potomac Fund Management Unveils
New Virtual Community
Potomac today unveiled its new virtual community Insight by Potomac, a centralized and consolidated source…
You Get What You Give: Why Advisors Are Losing the Race for Talent
As the war for talent rages on across the country, how companies treat their employees will determine the winners.
Why My Firm Unfriended
Facebook
If we’re going to take our marketing to the next level, we must focus. That is the reason to leave.
Potomac Fund Management Leads
with Transparency
Potomac today placed its values front and center on its website in a bid to show it truly leads with transparency.
RIA Leaders 2021:
What’s wrong with RIA rankings
“Industry lists in general become an area of frustration for advisors and others when they don’t make their criteria clear…”
2021 Event Comeback Collapses
as In-Person Events Cancel
“Leadership requires making tough and, at times, unpopular decisions.” says Potomac’s Manish Khatta
Manish Khatta Recognized as a 2021 ThinkAdvisor
LUMINARY for his Executive Leadership
Potomac is pleased to announce recognition in the Individuals Asset Management / Portfolio Firms Executive Leadership category.
What Financial Advisers are
Reading this Summer
InvestmentNews has created a summer reading compilation of books suggested by top experts within the finance industry.
After promising to make RIAs job one,
new Betterment CEO puts trust in RIA brands
Betterment is creating an ad-hoc outsourcer that can compete for start-up RIAs and breakaways against Orion Advisor Solutions and Envestnet.
Principal to shut down RobustWealth’s
advisor-facing technology
Advisors repeatedly get hung out to dry by new fintech firms that can’t run an ice cream truck, let alone a business,” says Manish Khatta
Asset manager aims to create a buzz
sending cereal boxes to advisers
Khatta explains the marketing behind this new strategy, saying Potomac’s comfortable with making other investment managers uncomfortable.
Industrials & Manufacturing Sectors Trading
Above 50-Day Moving Average
Industrial and manufacturing sectors are both trading above their rising 50-day moving averages and just below record highs, says Dan Russo of Potomac.
Fund News Advisors Can Use
from WealthManagement.com
Potomac’s New Marketing Campaign Bets on the Most Important Meal of the Day. Advisors can request a free box at bullbearcereal.com.
Why this asset manager wants to
send you cereal
Potomac delivers 30 boxes of branded cereal as part of the firm’s “eyes on brand” marketing strategy, according to president and CIO Manish Khatta.
Goldman’s Brand Could Be its Biggest
Benefit—Or Achilles’ Heel—in Attracting RIAs
“RIAs today aren’t going to fall in love with shiny new toys like they may have in the past.” Khatta said.
Hot Corner of ESG Investing Is
Cooling Fast and Losing Cash
Clean tech becomes a source of funds, as money rotates away from those emerging growth themes and into…
Gold futures up a
fourth straight session
Some investors “may be using (the NASDAQ Composite) breakdown as a signal to rotate into…”
Gold settles at a nearly 3-month high after a
weaker-than-expected U.S. April jobs report
Dan Russo, CMT shares thoughts on gold futures closing above $1,800 on Thursday…
Gold prices top $1,800,
settle at highest since February
Portfolio Manager Dan Russo, CMT shares his thoughts on Gold prices in this piece from Market Watch.
Potomac’s Model Portfolios Attain
Meteoric Asset Growth
Potomac is pleased to announce a nearly 1000% rise in the assets in its product suite on the Envestnet platform…
Futures Drop as Investors Monitor Latest
Earnings for Signs of Recovery
Manish Khatta, CIO of Potomac Fund Management, joined Wake Up With Cheddar to discuss how weakness in the…
What’s important in the process of trading
Dogecoin and other crypto assets
Dan Russo, Potomac Fund Management CMT, joins Yahoo FInance’s Kristin Myers and Alexis Christoforous…
Potomac Fund Management Adds
Dan Russo, CMT
Veteran Portfolio Manager joins the team as the first external investment management hire in the history of the firm.
After growing to near $100 billion in custody,
Apex Clearing strikes ‘IPO’ deal
It’s good news for RIAs, too, because “there needs to be competition outside of the behemoths that…”
Potomac Adds ETF Strategist Main Management
to Union UMA Platform
Potomac found synergy with the Main Management approach – namely a commitment to bespoke…
Actively managed funds with
the biggest gains of 2020
“The theme from the active fund winners in 2020 is the ability to be nimble and press hard on your winners”
Riskalyze Fintech Report Card:
December 2020
Union promises to provide a home for these advisors by providing tech, asset management and OCIO capabilities.
‘Rule of law prevailed’:
Advisers confident after riots at US Capitol
“By any account what happened yesterday at the Capitol was disgusting and sad,” said Manish Khatta
Nineteen Predictions for
Wealth Management in 2021
In this impressive lineup from WM, Manish Khatta shares a prediction for 2021 that will see sub-$100 million…
As Oranj nears shut down date, rivals woo
advisors in need of new software
“Ultimately, this is a wakeup call for advisors to get to know the tech companies they are getting in bed with.”
Potomac Model Portfolios Now Available on
Axiom RIA, Fidelity Platforms
Axiom RIA, an investment platform available to Geneos’ 300 advisors, and Fidelity are adding Potomac’s tactical…
Press Release: Potomac Fund Management Partners
with Geneos Wealth Management
Potomac is pleased to announce that its model portfolios are now available to Geneos on the Axiom RIA platform…
Victory Capital admits to ‘leaking’ AUM after
Schwab acquires USAA wealth managers
“They probably should have bought both or neither.” says Manish Khatta President and CIO of Potomac
Fintech:
The Next Generation
As guest columnist for WealthManagement.com, Manish Khatta discuss how integrations are giving way to the…
Advisor fintech firm Oranj closing
at the end of 2020
Oranj’s closure also demonstrates the limitations of model marketplaces as a business, says Manish Khatta…
Robinhood allegedly implied a fiduciary duty
to novice investors
“No matter how cool the big brokers think they are becoming they still have antiquated policies,” adds Manish Khatta…
Press Release: Sharon Almeida’s Cents & Sensibility
has joined the Union UMA
Almeida, with $92 million in AUM, prides herself on efficiency and exceptional client service. She wanted a partner that…
Small nimble firms still have a lock on doing
well and making a great living.
Manish Khatta discusses how oftentimes small advisors are either condescended to or marginalized.
Ellevest’s ‘for-women, by-women’ message
gets more literal
Charlie Kroll co-founded Ellevest but he kept a low profile and mostly followed the ‘wildly creative’ lead…
Known for his high ’emotional quotient,’
Jason Lahita rides solo, again
The Los Angeles RIA PR pro is launching a company called StreetCred from a backyard outbuilding…
Social media savvy advisers meet in real life
at new conference
New technology-focused event engages advisers with content mostly from other advisers.
A Critical, Little-Known Corner of Finance
Reawakens
We, over the last couple of years, have just heard overwhelmingly how frustrated advisors are, because…
Union UMA Platform
Press Release
Potomac Fund Management launches Union, a new UMA Platform for Small Business Advisors.
A Small Investment Company Launches a TAMP
for the Little Guy
Potomac says competitive pricing and superior service will make Union a viable business, even amid consolidation.
SMArtX raises $4 million to compete as
a ‘Vestmark’-model firm
The Jacksonville RIA software firm gave the Palm Beach, Fla. fund manager a shot at the fast-track that…
GIPS compliance
levels playing field
In a perfect world, smaller investment firms would be judged on their performance within defined investment…
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